About UsAs a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada's best investment advisors. We've embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.Position OverviewWe are seeking an individual to join our team in the Calgary office. As an Associate the incumbent will contribute to growing the business by supporting to the Investment Advisor(s), ensuring high-level client service, and providing dedicated specialized administrative support on diverse assignments.This is an existing vacancy.Duties And ResponsibilitiesInvestment Advisor Support:Prepare, analyze, and present reports and recommendations for clients including investment policy statements, portfolio evaluations, financial plans, retirement projections, client commentaries/reviews and investment proposalsManage the execution of transactions on behalf of the AdvisorAnalyze industry and company data, macro data, develop and maintain financial modelsClient ServiceProvide a high level of client service which includes responding to phone, mail and electronic enquiries based on knowledge of full service brokerageAttend client meetings as required,



including prospect and annual review meetingsProvide gold standard client service anticipating client needs and delivering proactive and quality communications to ensure clients are apprised of details related to their accountsAdministrationFamiliarize and adhere to compliance requirements, including all aspects of new and existing account documentation and marketing materials to maintain a culture and operation of risk managementQualificationsAt least 3 years' experience in the financial services industryExcellent verbal and written communication skills in EnglishStrong organizational skills and ability to work independentlyUnderstanding of industry compliance regulationsStrict attention to detailThe ability to multi-taskExcellent organizational and time management skills Trading experienceAbility to quickly learn new technologies and programsEducationMust be licensed with Canadian Investment Regulatory Organization (CIRO) as an Investment Representative (IR)Why ApplyOur firm is only as positive as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?If so, we're ready to invest in you.Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process.

📌 Associate (Calgary)
🏢 Richardson Wealth
📍 Calgary